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Are You Planning for Taxes Year-Round?

Are You Planning for Taxes Year-Round?

September 7, 2023
We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...
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3 Things You Need to Know Before Moving Abroad

3 Things You Need to Know Before Moving Abroad

September 7, 2023
With flexibility and connectivity in today’s world, many are excited by the idea of moving abroad and traveling; however,...
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Relocating to a Tax- Friendly State

Relocating to a Tax- Friendly State

August 25, 2023
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
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2023 Tax Planning Strategies

2023 Tax Planning Strategies

August 24, 2023
We may not be at the end of the year yet, but now is the time to start end-of-year...
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July Was Another Winner for the Markets… Time for a Breather?

July Was Another Winner for the Markets… Time for a Breather?

August 10, 2023
“Things turn out best for the people who make the best of the way things turn out.” – John...
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The Anticipated Recession Is Tardy But Not Canceled

The Anticipated Recession Is Tardy But Not Canceled

August 10, 2023
I have been highlighting my thoughts that the U.S. (and the global) economy stands a much higher probability of...
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Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

August 10, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Jake Kern , managing director...
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How to Select a Philanthropic Organization to Support

How to Select a Philanthropic Organization to Support

August 1, 2023
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
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Transfer Wealth Before Lifetime Exemption Expires in Two Years

Transfer Wealth Before Lifetime Exemption Expires in Two Years

August 1, 2023
When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move...
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Money Management Strategies for Your College Student or Recent Graduate

Money Management Strategies for Your College Student or Recent Graduate

August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending

Eliminating Guilt from Spending

July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?

Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?

July 13, 2023
“Extraordinary magic follows you around and the camera can’t catch it, you won’t see it in the...
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